Fresh Paraplanning | Businesses

Fresh Paraplanning

Phone: +61 439 791 015

Add/Update information

Reviews

Tags

• Businesses
• Financial service
• Finance

25.01.2022 We value excellence... catch us at Perfectionists Anonymous.

19.01.2022 Businesses come to us for refreshingly wink-worthy, succinct Statements of Advice, advice and compliance support. They stay for our one-on-one service, holistic approach and happy little finger guns - pew pew (their words, not ours). From onboarding to strategy advoce writing to delivery. Our bright, fun and beautiful process (#humblebrag) offers ease, connection and certainty the whole way through.

17.01.2022 Very excited to officially receive my Graduate Certificate today. It's a shame we don't get to have an in person graduation ceremony but Griffith University sending out a mortarboard is a lovely touch!

10.01.2022 Hi, I’m Kristy But call me ‘secret weapon’ In the finance game since 2014 Bachelor of Business (Financial Planning) Reader, baker, candlestick maker (kidding)... I’m a puzzle-solving Sunshine Coast-based Paraplanner in Australia. With a serious addiction to escape rooms and shaking up the paraplanning space. My jam? Simplified Statements of Advice, customised reports, compliance checks and advice strategies. AKA I’m your secret weapon. In a previous life, I was a Financial Adviser, just like you (we’re a damn good bunch). So, as well as being really, really, ridiculously good looking, I’ve danced in your shoes. And I know what you need, how you need it and the quality you expect. Basically, I’m the sorbet to your scoop. To be honest, there’s so much useless hoopla in many ‘old school’ advice documents and it’s time they got a freshen up. I know first-hand that no Financial Advisor has ever thought geez, wish this SOA was longer. So I make yours shorter. Nor have they pondered wow, uglier please! So I make your documents pretty. I do all the stuff you hate, so you stress less, minty fresh. Ready for helpful, (*gasp!*) fun and top-notch outsourced paraplanning? Call: 0439 791 015 Email: [email protected] Visit: www.freshplans.com.au

06.01.2022 We're trustworthy... we tell it like it is.

04.01.2022 We're helpful... 5+ years of customising advice to you.